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Covalis Capital LLP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Covalis Capital LLP

报告期 2026-03-31 · CIK 0001698819

持仓数

123

前50大市值合计

$1.41B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2 21Q1 20Q4

22Q2 调仓2022-03-31 → 2022-06-30 · 共 85 项建仓 25增持 7减持 10清仓 43

方向

标的

Δ市值

现股数(环比)

增持

— LI-CYCLE HOLDINGS CORP

+$45.2M

10,151,853 +248%

建仓

ES EVERSOURCE ENERGY

+$38.6M

456,668

建仓

NEE NEXTERA ENERGY INC

+$25.6M

329,906

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

SWX SOUTHWEST GAS HLDGS INC

+$25.2M

301,987 +2135%

建仓

— LINDE PLC

+$23.4M

81,333

建仓

VALE VALE S A

+$22.4M

1,532,531

清仓

EXC EXELON CORP

-$18.8M

0 -100%

建仓

FSLR FIRST SOLAR INC

+$18.4M

270,776

建仓

GNRC GENERAC HLDGS INC

+$17.4M

82,788

清仓

OXY OCCIDENTAL PETE CORP

-$15.7M

0 -100%

清仓

ETR ENTERGY CORP NEW

-$14.6M

0 -100%

清仓

— ARCHAEA ENERGY INC

-$14.0M

0 -100%

建仓

PPL PPL CORP

+$11.2M

413,735

建仓

SHLS SHOALS TECHNOLOGIES GROUP IN

+$11.2M

677,571

清仓

— EXXON MOBIL CORP

-$10.6M

0 -100%

减持

— FREYR BATTERY

-$10.2M

500,000 -55%

增持

VST VISTRA CORP

+$9.6M

685,616 +164%

建仓

— DUPONT DE NEMOURS INC

+$8.7M

156,209

清仓

PEG PUBLIC SVC ENTERPRISE GRP IN

-$8.2M

0 -100%

清仓

SHW SHERWIN WILLIAMS CO

-$8.1M

0 -100%

建仓

XLI SELECT SECTOR SPDR TR

+$7.9M

90,357

建仓

XIFR NEXTERA ENERGY PARTNERS LP

+$7.6M

102,377

减持

— AEROJET ROCKETDYNE HLDGS INC

-$7.5M

15,485 -93%

建仓

MOS MOSAIC CO NEW

+$7.4M

155,858

建仓

CTVA CORTEVA INC

+$6.9M

126,896

建仓

FMC FMC CORP

+$6.5M

60,762

减持

EMN EASTMAN CHEM CO

-$6.0M

133,309 -17%

减持

CEG CONSTELLATION ENERGY CORP

-$6.0M

119,161 -48%

建仓

BP BP PLC

+$5.9M

209,590

减持

CSX CSX CORP

-$5.7M

67,889 -67%

清仓

ED CONSOLIDATED EDISON INC

-$5.5M

0 -100%

建仓

FE FIRSTENERGY CORP

+$5.1M

131,821

建仓

COP CONOCOPHILLIPS

+$4.8M

53,533

清仓

CC CHEMOURS CO

-$4.7M

0 -100%

清仓

PLUG PLUG POWER INC

-$4.0M

0 -100%

减持

UNP UNION PAC CORP

-$3.9M

16,626 -39%

建仓

NMG NOUVEAU MONDE GRAPHITE INC

+$3.8M

773,767

建仓

ASH ASHLAND GLOBAL HLDGS INC

+$3.4M

33,440

建仓

PCG PG&E CORP

+$3.4M

336,289

减持

WLK WESTLAKE CORPORATION

-$3.3M

51,406 -24%

建仓

LNG CHENIERE ENERGY INC

+$3.1M

23,514

清仓

TXNM PNM RES INC

-$3.0M

0 -100%

清仓

— BYTE ACQUISITION CORP

-$2.9M

0 -100%

清仓

— RENESOLA LTD

-$2.8M

0 -100%

清仓

NWN NORTHWEST NAT HLDG CO

-$2.6M

0 -100%

减持

NI NISOURCE INC

-$2.3M

413,205 -10%

建仓

— TELLURIAN INC NEW

+$2.1M

721,483

清仓

— ZIMMER ENERGY TRANSITION ACQ

-$2.1M

0 -100%

减持

ECVT ECOVYST INC

-$1.7M

137,043 -48%

建仓

NEXT NEXTDECADE CORP

+$1.7M

381,683

增持

TIMB TIM S A

-$1.6M

681,724 +0%

清仓

TWI TITAN INTL INC ILL

-$1.6M

0 -100%

建仓

EVGO EVGO INC

+$1.2M

200,000

清仓

— FIRST RESERVE SUSTAINABLE GW

-$1.1M

0 -100%

清仓

— PONTEM CORPORATION

-$1.0M

0 -100%

建仓

— GLOBAL SHIP LEASE INC NEW

+$991.0K

60,000

清仓

— PERIDOT ACQUISITION CORP II

-$938.0K

0 -100%

清仓

— LEVERE HOLDINGS CORP

-$892.0K

0 -100%

增持

D DOMINION ENERGY INC

+$832.0K

64,745 +27%

清仓

— M3 BRIGADE ACQUISITION II CO

-$798.0K

0 -100%

增持

— SUNPOWER CORP

+$763.0K

237,548 +70%

清仓

— WAVERLEY CAPITAL ACQUIS CORP

-$656.0K

0 -100%

清仓

TALO TALOS ENERGY INC

-$624.0K

0 -100%

清仓

— AUSTERLITZ ACQUISITION CORP

-$594.0K

0 -100%

清仓

— ROCKET INTERNET GRWT OPRT CO

-$455.0K

0 -100%

减持

FDX FEDEX CORP

-$426.0K

12,258 -11%

清仓

— TRINSEO PLC

-$318.0K

0 -100%

清仓

— INTERPRIVATE IV INFRATECH PR

-$276.0K

0 -100%

清仓

— LAZARD GROWTH ACQUISITION CO

-$238.0K

0 -100%

清仓

— INTERPRIVATE II ACQUISITION

-$208.0K

0 -100%

清仓

— SUSTAINABLE DEVELP ACQU I CO

-$197.0K

0 -100%

清仓

— PRIVETERRA ACQUISITION CORP

-$180.0K

0 -100%

清仓

— ARROWROOT ACQUISITION CORP

-$166.0K

0 -100%

清仓

— ALLEGO N V

-$145.0K

0 -100%

清仓

— NIGHTDRAGON ACQUISITION CORP

-$139.0K

0 -100%

清仓

— NORTHERN STAR INVEST CORP II

-$78.0K

0 -100%

清仓

— POWERED BRANDS

-$76.0K

0 -100%

清仓

— DHC ACQUISITION CORP

-$71.0K

0 -100%

清仓

— ORION ACQUISITION CORP

-$61.0K

0 -100%

清仓

— SLAM CORP

-$57.0K

0 -100%

清仓

— ADVANCED MERGER PARTNERS INC

-$54.0K

0 -100%

清仓

— VELOCITY ACQUISITION CORP

-$45.0K

0 -100%

增持

— ZIMMER ENERGY TRANSITION ACQ

-$40.0K

2,000,001 +0%

清仓

— ATLAS CREST INVESTMENT CORP

-$38.0K

0 -100%

清仓

— FAST RADIUS INC

-$9.0K

0 -100%